# Flood & Peterson Insurance, INC. 401(k) Plan
Source: https://planprovider.pro/companies/flood-peterson-insurance-inc-401k-plan

> Flood & Peterson Insurance, INC.'s 401(k) plan: 102 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Flood & Peterson Insurance, INC.

- **Sponsor EIN:** 840475762

- **Sponsor Address:** 4687 W 18TH ST, GREELEY, CO, 80634

- **Plan Type:** 401(k)

- **Total Participants:** 102

- **Total Assets:** $21.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|102|$21.0M|$698,927|$1.2M|

| 2023|96|$17.6M|$615,946|$1.1M|

| 2022|90|$16.4M|$589,104|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| RUBINBROWN LLP|Auditor|$17,705|—|$17,705|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RUBINBROWN LLP](https://planprovider.pro/provider/rubinbrown-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,705

- **Estimated Expense Ratio:** 0.084% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$75,024|$49,786|—|$17,705|—|

| 2023|$66,211|—|—|—|—|

| 2022|$53,795|$53,795|—|—|—|

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